At InterFace, we understand that the ability to tailor your forms to your specific needs is crucial for optimizing your workflow. We're here to guide you through the process of updating fields on your forms, ensuring that you can capture the right information seamlessly. This article provides step-by-step instructions and important considerations for customizing your forms effectively.
FUB Sisu Normal Embedded App
FUB Sisu embedded app does not support customization of forms or automation. The form comes with a pipeline of Appointment Set Form, Appointment Met Form, Signed Form, Pending Form and Closed Form.
FUB Sisu Tag Based Integration
No data is collected in the tag based integration.
FUB Sisu Single Click App
No data is collected in the single click app by default. A date field can be added on request to collect a single important date like Appointment Set Date, Appointment Met Date, Signed Date, Under Contract Date and Settlement Date on respective forms.
FUB Sisu Deal based integration
No data is collected in the deal based integration.
For FUB Sisu Webform plans, here's what can be done.
1. Utilize Intake Forms for Customization
During your onboarding process, we shared intake forms with our Webform users via email. These forms are designed to collect the specific requirements you have for customizing your forms. Here's how you can use them:
Fill out the intake form with the details of the fields you need to add or modify on your forms.
Provide as much information as possible to ensure accurate customization.
If you have any specific formatting requirements or conditional logic, include those details as well.
Submit the intake form to initiate the customization process.
2. Share Field Updates with Customer Support
For any updates or changes you need to make to your forms, our dedicated customer support team is here to assist. Reach out to us by emailing [email protected]. Provide a clear description of the changes you want to make, including the form(s) you want to update and the specific fields involved.
3. Consider Your Plan's Field Limits
It's important to be aware of the field limits included in your subscription plan:
Webform Plus Plan: Includes 40 optional fields across all forms combined.
Max Plan: Comes with approximately 200 fields combined, accommodating up to 100 fields per form.
Please note that some of these fields might be mandatory or hard-coded.
4. Adding Additional Fields
If your requirements exceed the limits of your current plan, you can always get in touch with our support team at [email protected] to discuss adding more fields. We're here to provide solutions that meet your needs.
5. Additional Forms and Pricing
We offer various types of additional forms, such as Document Upload forms or Assignment forms, which can enhance your form capabilities. These can be added at a minimal monthly fee. For detailed pricing information, please refer to our pricing page: InterFace Pricing.
6. Brand Theme Customization
Our Max Plan includes the option to customize your forms with your brand theme, ensuring a consistent and professional appearance. However, for Plus Plan users, there is an additional fee of $29 per month to access this feature.
7. Personalized Thank You Messages
With the Max Plan, you can customize thank you messages for each form individually, adding a personal touch to your interactions. Please note that there is an additional fee for Plus Plan users to access this feature.
Customizing your forms to align with your unique needs has never been easier with InterFace. Feel free to reach out to our support team for assistance at any step of the process. We're committed to helping you make the most of our platform and tailor it to your specific requirements.